Patterson-UTI Energy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:PTEN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Dec 24	SellUS$588,800	James Stewart	Individual	80,000	US$7.36
18 Jun 24	SellUS$592,200	Matthew Gillard	Individual	60,000	US$9.87
20 May 24	SellUS$1,732,500	Robert Drummond	Individual	150,000	US$11.55
01 Mar 24	SellUS$2,972,700	Robert Drummond	Individual	253,260	US$11.76

Insider Trading Volume

Insider Buying: PTEN insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PTEN?
Owner Type	Number of Shares	Ownership Percentage
State or Government	125,012	0.0307%
Private Companies	1,277,254	0.314%
Individual Insiders	6,811,505	1.68%
VC/PE Firms	28,720,953	7.06%
Institutions	369,672,145	90.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 77.38% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.3%	BlackRock, Inc.	63,669,208	US$562.7m	3.93%	0.01%
11.6%	The Vanguard Group, Inc.	45,132,530	US$398.9m	-2.28%	0.01%
7.37%	Blackstone Inc.	28,720,953	US$253.8m	0%	0.98%
5.67%	Pacer Advisors, Inc.	22,096,553	US$195.3m	10.6%	0.45%
3.97%	Macquarie Investment Management Business Trust	15,478,270	US$136.8m	-8.47%	0.16%
3.96%	State Street Global Advisors, Inc.	15,435,258	US$136.4m	9.61%	0.01%
2.62%	ARGA Investment Management, LLC	10,214,860	US$90.3m	421%	2.38%
2.47%	American Century Investment Management Inc	9,636,471	US$85.2m	13.5%	0.04%
2.3%	Geode Capital Management, LLC	8,980,881	US$79.4m	5.62%	0.01%
2.3%	Fuller & Thaler Asset Management, Inc.	8,964,861	US$79.2m	-2.11%	0.32%
1.88%	Van Eck Associates Corporation	7,321,667	US$64.7m	31.3%	0.07%
1.76%	DePrince, Race & Zollo, Inc.	6,853,651	US$60.6m	12.9%	1.26%
1.49%	Charles Schwab Investment Management, Inc.	5,810,020	US$51.4m	7%	0.01%
1.39%	1832 Asset Management L.P.	5,437,949	US$48.1m	730%	0.06%
1.37%	Allspring Global Investments, LLC	5,326,590	US$47.1m	-6.29%	0.07%
1.29%	Fisher Asset Management, LLC	5,035,871	US$44.5m	-4.42%	0.02%
1.24%	Principal Global Investors, LLC	4,845,914	US$42.8m	-6.26%	0.02%
1.24%	Norges Bank Investment Management	4,816,199	US$42.6m	0%	no data
1.17%	Columbia Management Investment Advisers, LLC	4,546,824	US$40.2m	5.85%	0.01%
1.13%	BNY Asset Management	4,414,656	US$39.0m	19.4%	0.01%
1.06%	Citadel Advisors LLC	4,135,442	US$36.6m	-54.8%	0.04%
1.06%	Northern Trust Global Investments	4,118,412	US$36.4m	5.98%	0.01%
1.01%	Bank of America Corporation, Asset Management Arm	3,943,680	US$34.9m	-20.3%	0.01%
0.89%	Point72 Asset Management, L.P.	3,464,411	US$30.6m	-54.2%	0.08%
0.86%	Morgan Stanley, Investment Banking and Brokerage Investments	3,364,677	US$29.7m	-19.2%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/16 10:03
End of Day Share Price	2025/02/14 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Patterson-UTI Energy, Inc. is covered by 62 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Waqar Syed	ATB Capital Markets
Eddie Kim	Barclays
James West	Barclays